Velocity Financial Llc (VEL) Ownership

18.45 ↓0.16 (-0.86%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Snow Phipps Group, LLC is the biggest individual institutional holder of Velocity Financial Llc (VEL), owning a total of 12.3 million shares. Combined, the top 40 institutional holders of VEL own 100.65% of the company with a total of 33.7 million shares.

In the latest ownership report on December 31st 2024, the top 40 institutional holders decreased their combined ownership of VEL by 65 thousand shares. 11 institutions bought 233,935 total additional shares and increased their ownership by an average of 25.43%. However 7 institutions sold 298,945 total shares and decreased their ownership by an average of 2.82%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Velocity Financial Llc decreased by a net total of -65,010 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Snow Phipps Group, LLC	36.585%	0.000%	12,272,765	0	2024-12-31
Allianz Asset Management AG	32.683%	0.000%	10,963,806	0	2024-12-31
Beach Point Capital Management LP	15.712%	-4.795%	5,270,737	-265,429	2024-12-31
BlackRock Inc	3.053%	1.591%	1,024,079	16,041	2024-12-31
Vanguard Group Inc	1.385%	-0.706%	464,604	-3,304	2024-12-31
Adage Capital Partners Gp LLC	1.334%	-3.875%	447,315	-18,034	2024-12-31
Bridgeway Capital Management, LLC	0.902%	2.382%	302,406	7,035	2024-12-31
Dimensional Fund Advisors, Inc.	0.701%	19.992%	235,071	39,165	2024-12-31
Geode Capital Management, LLC	0.565%	-3.023%	189,566	-5,909	2024-12-31
Empowered Funds, LLC	0.435%	5.071%	145,756	7,035	2024-12-31
State Street Corp	0.397%	-1.972%	133,001	-2,676	2024-12-31
Mariner Wealth Advisors LLC	0.302%	32.896%	101,191	25,048	2024-12-31
Goldman Sachs Group Inc	0.288%	66.649%	96,758	38,697	2024-12-31
Charles Schwab Investment Management Inc	0.238%	0.473%	79,881	376	2024-12-31
American Century Companies Inc	0.229%	11.465%	76,697	7,889	2024-12-31
Northern Trust Corp	0.218%	-2.525%	73,075	-1,893	2024-12-31
Morgan Stanley - Brokerage Accounts	0.198%	7.450%	66,289	4,596	2024-12-31
Group One Trading, LP	0.187%	0.000%	62,618	62,618	2024-12-31
Renaissance Technologies Corp	0.171%	-2.872%	57,500	-1,700	2024-12-31
Bank of New York Mellon Corp	0.133%	131.760%	44,739	25,435	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Snow Phipps Group, LLC	36.585%	0.000%	12,272,765	0	2024-12-31
Allianz Asset Management AG	32.683%	0.000%	10,963,806	0	2024-12-31
Beach Point Capital Management LP	15.712%	-4.795%	5,270,737	-265,429	2024-12-31
BlackRock Inc	3.053%	1.591%	1,024,079	16,041	2024-12-31
Vanguard Group Inc	1.385%	-0.706%	464,604	-3,304	2024-12-31
Adage Capital Partners Gp LLC	1.334%	-3.875%	447,315	-18,034	2024-12-31
Wellington Management Company LLP	1.248%	-10.075%	406,762	-45,572	2022-12-31
Boston Partners Global Investors, Inc	0.937%	-11.452%	305,442	-39,503	2022-12-31
Bridgeway Capital Management, LLC	0.902%	2.382%	302,406	7,035	2024-12-31
Dimensional Fund Advisors, Inc.	0.701%	19.992%	235,071	39,165	2024-12-31
Wasatch Advisors Inc.	0.597%	-60.751%	194,722	-301,397	2023-03-31
Geode Capital Management, LLC	0.565%	-3.023%	189,566	-5,909	2024-12-31
State Street Corporation	0.515%	-0.877%	170,374	-1,508	2024-03-31
Empowered Funds, LLC	0.435%	5.071%	145,756	7,035	2024-12-31
State Street Corp	0.397%	-1.972%	133,001	-2,676	2024-12-31
Acadian Asset Management LLC	0.324%	0.000%	105,720	105,720	2022-09-30
Mariner Wealth Advisors LLC	0.302%	32.896%	101,191	25,048	2024-12-31
Goldman Sachs Group Inc	0.288%	66.649%	96,758	38,697	2024-12-31
Charles Schwab Investment Management Inc	0.238%	0.473%	79,881	376	2024-12-31
American Century Companies Inc	0.229%	11.465%	76,697	7,889	2024-12-31
Northern Trust Corp	0.218%	-2.525%	73,075	-1,893	2024-12-31
Mariner Wealth Advisors, LLC	0.219%	27.285%	72,425	15,525	2024-06-30
Morgan Stanley - Brokerage Accounts	0.198%	7.450%	66,289	4,596	2024-12-31
Group One Trading, LP	0.187%	0.000%	62,618	62,618	2024-12-31
Renaissance Technologies Corp	0.171%	-2.872%	57,500	-1,700	2024-12-31
EAM Investors, LLC	0.156%	0.000%	51,598	0	2024-06-30
JPMorgan Chase & Co	0.151%	213.217%	50,146	34,136	2024-09-30
Bank of New York Mellon Corp	0.133%	131.760%	44,739	25,435	2024-12-31
Connor Clark & Lunn Inv Mgmt Ltd	0.135%	0.000%	44,698	44,698	2024-09-30
Squarepoint Ops LLC	0.124%	0.000%	40,953	40,953	2024-09-30
Citadel Advisors Llc	0.078%	57.815%	25,978	9,517	2024-09-30
JANE STREET GROUP, LLC	0.064%	0.000%	20,891	20,891	2023-09-30
Bank of America Corp	0.061%	11.468%	20,003	2,058	2023-12-31
HSBC Holdings PLC	0.060%	-0.070%	19,873	-14	2024-06-30
Millennium Management LLC	0.053%	1.702%	17,445	292	2024-06-30
HHG PLC	0.050%	0.000%	16,679	16,679	2024-06-30
Bailard Inc	0.046%	-22.200%	15,080	-4,303	2023-09-30
Nuveen Asset Management, LLC	0.042%	0.000%	13,636	0	2023-03-31
LAURION CAPITAL MANAGEMENT LP	0.042%	0.000%	13,553	0	2022-12-31
Almitas Capital LLC	0.037%	0.000%	12,120	0	2022-09-30

Mutual Fund Ownership

Vanguard Extended Market Index Investor is the biggest individual fund holder of Velocity Financial Llc (VEL), owning a total of 272 thousand shares. Combined, the top 44 mutual fund holders of VEL own 9.13% of the company with a total of 3 million shares.

In the latest ownership report on February 28th 2025, the top 44 fund holders increased their combined ownership of VEL by 2 thousand shares. 3 funds bought 1,857 total additional shares and increased their ownership by an average of 1.16%. However 3 funds sold 3,530 total shares and decreased their ownership by an average of 0.72%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Velocity Financial Llc decreased by a net total of -1,673 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	0.778%	0.000%	260,900	0	2025-02-28
iShares Russell 2000 ETF	0.714%	-1.175%	239,361	-2,847	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.413%	0.000%	138,380	0	2025-02-28
EA Bridgeway Omni Small-Cap Value ETF	0.351%	0.000%	117,806	0	2025-02-28
Avantis US Small Cap Value ETF	0.279%	0.877%	93,642	814	2025-02-28
iShares Russell 2000 Value ETF	0.248%	-0.748%	83,154	-627	2025-02-28
Schwab US Small-Cap ETF™	0.125%	0.000%	41,973	0	2025-02-28
Vanguard Russell 2000 ETF	0.124%	2.512%	41,466	1,016	2025-02-28
iShares Core S&P Total US Stock Mkt ETF	0.094%	0.085%	31,656	27	2025-02-28
BlackRock Advantage Small Cap Core Instl	0.087%	0.000%	29,076	0	2025-02-28
WisdomTree US SmallCap Earnings ETF	0.083%	0.000%	27,837	0	2025-02-28
State St Russell Sm Cap® Indx SL Cl I	0.080%	0.000%	26,979	0	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.074%	0.000%	24,780	0	2025-02-28
BlackRock Advantage Small Cap Gr Instl	0.070%	-0.238%	23,469	-56	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Extended Market Index Investor	0.829%	0.000%	271,680	0	2023-08-31
Vanguard Total Stock Mkt Idx Inv	0.778%	0.000%	260,900	0	2025-02-28
iShares Russell 2000 ETF	0.714%	-1.175%	239,361	-2,847	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	0.685%	0.000%	225,504	0	2023-03-31
Bridgeway Omni Small-Cap Value N	0.467%	0.000%	156,650	0	2024-12-31
Bridgeway Omni Small-Cap Value	0.467%	0.000%	156,650	0	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	0.413%	0.000%	138,380	0	2025-02-28
EA Bridgeway Omni Small-Cap Value ETF	0.351%	0.000%	117,806	0	2025-02-28
Bridgeway Omni Tax-Managed Sm-Cp Val N	0.343%	81.781%	112,250	50,500	2022-12-31
Fidelity® Extended Market Index	0.309%	0.000%	101,432	0	2023-11-30
Avantis US Small Cap Value ETF	0.279%	0.877%	93,642	814	2025-02-28
Wasatch Micro Cap Value	0.264%	-63.899%	85,950	-152,133	2023-03-31
Fidelity Small Cap Index	0.255%	0.000%	85,485	0	2024-12-31
iShares Russell 2000 Value ETF	0.248%	-0.748%	83,154	-627	2025-02-28
Fidelity® Small Cap Index	0.233%	3.237%	76,299	2,392	2023-10-31
Wellington CIF Micro Cap Equity	0.177%	-8.640%	57,767	-5,463	2022-12-31
Fidelity Extended Market Index	0.138%	-1.495%	46,253	-702	2025-01-31
Schwab US Small-Cap ETF™	0.125%	0.000%	41,973	0	2025-02-28
Vanguard Russell 2000 ETF	0.124%	2.512%	41,466	1,016	2025-02-28
Russell Inv US Small Cap Equity E	0.110%	-23.722%	35,792	-11,131	2022-10-31
State St Russell Sm Cap® Indx NL Cl C	0.105%	12.386%	34,479	3,800	2023-09-30
Boston Partners Small Cap Value II Inv	0.098%	-76.772%	31,875	-105,353	2023-02-28
iShares Core S&P Total US Stock Mkt ETF	0.094%	0.085%	31,656	27	2025-02-28
EAM Ultra Micro Cap	0.092%	-40.787%	30,553	-21,045	2024-07-31
BlackRock Advantage Small Cap Core Instl	0.087%	0.000%	29,076	0	2025-02-28
WisdomTree US SmallCap Earnings ETF	0.083%	0.000%	27,837	0	2025-02-28
BlackRock Extended Mkt Composite	0.083%	-32.400%	27,351	-13,109	2023-09-30
Pleiades Small Cap Equity A	0.082%	0.000%	27,019	0	2024-06-30
State St Russell Sm Cap® Indx SL Cl I	0.080%	0.000%	26,979	0	2025-02-28
Bridgeway Ultra-Small Company Market	0.083%	0.000%	26,900	0	2022-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.074%	0.000%	24,780	0	2025-02-28
Fidelity® Total Market Index	0.075%	0.000%	24,588	0	2023-11-30
BlackRock Extended Equity Market K	0.071%	-0.042%	23,611	-10	2024-09-30
BlackRock Advantage Small Cap Gr Instl	0.070%	-0.238%	23,469	-56	2025-02-28
Extended Equity Market Fund K	0.069%	-1.360%	23,291	-321	2024-12-31
Fidelity Total Market Index	0.068%	-0.143%	22,303	-32	2024-05-31
NT R2000 Value Index Fund - NL	0.064%	-0.388%	21,596	-84	2024-12-31
NT R2000 Index Fund - DC - NL - 2	0.066%	7.355%	21,472	1,471	2023-09-30
NT R2000 Index Fund - NL	0.065%	4.216%	21,430	867	2024-09-30
Schwab Small Cap Index	0.064%	0.000%	21,286	0	2024-11-30
iShares Micro-Cap ETF	0.063%	0.000%	20,740	0	2024-09-30
DFA US Vector Equity I	0.061%	0.000%	20,216	0	2024-07-31
Fidelity Series Total Market Index	0.061%	0.000%	20,095	0	2023-11-30
Fidelity® Series Total Market Index	0.061%	0.000%	20,095	0	2023-11-30